Blair Inslee
Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor
- Role
- Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor at Merrill Lynch
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Blair Inslee
Family wealth is an intricate and emotional endeavor, making our family a natural advocate for yours. With over 70 years of collective experience at Merrill Lynch Wealth Management, The Inslee Wealth Management Group still believes that the cornerstone of any advisory relationship is trust and confidentiality. Our unwavering commitment to our clients has never changed; our mission is to provide wealth advisory services for affluent families that help to create, preserve and manage their wealth. Our team facilitates a disciplined process that allows our families to address the significant complex financial needs and decisions that they will face in their lifetimes. We do this by assisting them to craft a meaningful vision for their family and to expound upon the intent behind their wealth and the legacy they wish to leave. In an era of customization, our team is highly trained to provide in-depth service and follow through in a variety of changing economic environments.
Experience
Assistant Vice President, Senior Financial Advisor, Senior Portfolio Advisor
Nov 2014 — Present
Inslee Wealth Management
Education
University of Vermont
Bachelor's Degree
2009 — 2014
Skills
- Photoshop
- Fundraising
- Social Media
- Sales Management
- Time Management
- Entrepreneurship
- Ical
- Community Outreach
- Event Management
- Risk Managment
- Prezi
- Recruiting
- Event Planning
- Public Speaking
- Social Media Blogging
- Brand Communication
- Coaching
- Microsoft Word
- Blogging
- Social Networking
- Social Media Marketing
- Photography
- Strategic Writing
- Imovie
- Sports Coaching
- Ice Hockey
- Human Resources
- Public Relations
- Media Relations
- Strategic Public Relations Planning
- Advertising
- Iphoto
- Sponsorship
- Events Coordination
- Sports Management
- Strategic Planning
- Indesign
- Sports
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